Accessing Prompt Studio in NetSuite for Administrators

TL;DR Opening

You can access Prompt Studio in NetSuite if you hold an Administrator role or another role granted the Setup Prompts (ADMI_PROMPTS) permission. This feature is crucial for managing prompts used in Text Enhance actions and customizations throughout the platform.

Accessing Prompt Studio

To access Prompt Studio, navigate to the following path in NetSuite:
Setup > Company > AI > Prompt Studio. This will display the Prompts subtab of the Prompt Studio page.

Viewing Prompts

To view and filter the list of prompts:

1. Go to the Prompts tab of Prompt Studio.
   The filtered prompts list shows all system prompts for Text Enhance actions.
2. Search for the desired prompt by name or apply filters.
   • Search by name: Type part or all of the prompt name in the search box.
   • Filter the list: Click Filters and select options to narrow down results.

   Note: Your filter selections are saved. Click Clear All Filters to reset.

3. Click the prompt name to view its details.

Filtering the Prompt List

You can filter prompts using several options:

• Type: Choose between System or Custom prompts:
  • System prompts are fixed and cannot be altered but can be copied.
  • Custom prompts are user-created or installed with SuiteApps and can be edited.
• Prompt Type: Filter by either Text Enhance or Generic prompts.
• Record: Filter by associated record type.
• Field: Filter by associated field; select a record first.
• Language: Filter prompts by their associated language.
• Language Variant: Narrow down prompts if multiple variants exist (e.g., UK English).
• Action: Select a Text Enhance action for specific prompts.

Customizing Prompts

Customizing a system prompt creates an editable copy. This is useful when:

• You need a custom override for a system prompt.
• You wish to employ the same prompt in a different language.
• You want to adapt a Text Enhance action's prompt for partial use.

Steps to Customize a Prompt:

1. Go to Setup > Company > AI > Prompt Studio.
2. Locate the prompt to customize.
   Refer to Viewing Prompts for guidance.
3. Click the Customize link to initiate a copy of the prompt.
4. Edit the desired prompt details as necessary.
5. Click Save.

Copying Prompts

You can copy prompts to create new ones for various needs, such as adapting for different languages or basing new prompts on existing ones without altering the originals.

Creating New Prompts

You can create a new prompt in two ways:

• From outside Prompt Studio:

  1. Navigate to Setup > Company > AI > Prompt Studio.
  2. Enter the necessary prompt details and click Save.

• Within Prompt Studio:

  1. Go to the Prompts tab.
  2. Click Create Prompt and fill in the details, then click Save.

Editing Prompts

You can edit custom prompts but not system prompts or SuiteApp-installed custom prompts. To edit a custom prompt:

1. Go to Setup > Company > AI > Prompt Studio.
2. Search for the prompt you want to edit.
3. Click Edit to access the prompt details.
4. Update the necessary information and click Save.

Entering Prompt Details

For newly created or customized prompts, complete the necessary fields such as Basic Prompt Settings, Target, Model Settings, and Template sections accordingly.
Make sure to fill in appropriate details for Record Type and Action settings as they determine the prompt's application.

Testing a Prompt

Always test your prompt before activating it in your account to ensure it performs as expected.

Deleting a Custom Prompt

Only custom prompts created by users can be deleted; system prompts or SuiteApp-installed prompts cannot be removed. Be cautious as:

• Text Enhance prompts: Deleting may restrict access to the Text Enhance Action.
• Generic prompts: Ensure no dependencies exist in SuiteScript code before deletion.

Steps to Delete a Custom Prompt:

1. Locate the prompt to delete in the list.
2. Click Delete from the prompt detail page.

Viewing System Notes for Custom Prompts

You can view system notes for custom prompt records supported by System Notes v2. To view:

1. Open the desired prompt.
2. Click System Notes to view the audit history.

Key Takeaways

• Access to Prompt Studio requires specific permissions.
• Filtering options provide flexibility in managing prompts.
• Customization allows tailored usage of system prompts.
• Strong understanding of prompt types aids effective management.
• Always test prompts prior to activation to ensure desired outcomes.